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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,299 | $115,810-66.9% | $101,271-62.2% | $158,966-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.13% | 56.15%-30.0pp | 46.48%-20.4pp | 302.95%-276.8pp |
| Employer contribution / active EE | $2,444 | $4,175-41.5% | $3,660-33.2% | $4,762-48.7% |
| Participant deferral / active EE | $2,916 | $4,958-41.2% | $4,371-33.3% | $5,983-51.3% |
| Admin fee / account holder | $208 | $7,248-97.1% | $5,948-96.5% | $11,250-98.2% |